Total 45 Finance / Banking / Insurance job vacancies in 67 Prospect Avenue

Package Description: Shift details:bank role At Avery Healthcare, we believe in caring for those who care for our residents.We recognise and celebrate our hard-working colleagues,supportyour career development witha variety of apprenticeships, and provide you with access to a range of leisure and retail discounts. Weare nowseekingacompassionate,enthusiastic,and dedicatedindividualto join ourfriendly, award-winning team asaWellbeing and Activities Assistant ABOUT THE ROLE As Wellbeing and Activities Assistant, your focus will betosupportthe WellbeingCoordinator in providing a wide range of activities to engage and stimulate the resident's physical, cognitive, and social well-being. Other responsibilitieswillinclude: Maintaininga safe living and working environment,contributing to the positive and professional image of thehome. Reportingany changes in residents physical or emotional condition to the Wellbeing and Activity Coordinator, Home Manager, and the care staff. Supporting with ordering and preparing supplies for upcoming activities as directed. Supporting establishing links with the local community (e.g., schools, spiritual groups, museums/libraries) to encourage access to the wider community and promote intergenerational activity. ABOUT YOU Tosucceed in your application, you will live our values of caring,supportive,honest, respectful, and accountable in everythingyou do. Our ideal candidatemust: Have effective communication skills, verbal andwritten. Demonstrate understanding of the role interaction plays in the generalwell-beingofpeople. Have apositive attitude toward older people and a commitment to providing stimulating, quality activities and social events. Have previously worked with older people in a residential nursing Dementia setting. ABOUT AVERY As one of the largestproviders of luxury elderly care homes in the UK, we believe that the later years of ourresidents' lives should be as enriching as any other. Our vision of creating meaningful livestogether is achieved by the exceptional care and experience we proudly offer throughout our growing portfolio of over 100 care homes whileestablishing ourselves as the preferred choice forresidents and employees. Please note this role will require: ADBS Disclosure check, the cost of which will be met by Avery Healthcare. Proof of eligibility to work in the UK. This advert may be withdrawn prior to the advertised deadline depending on the volume of applications received and business needs

I. Job responsibility:

•Prepare and analyze monthly, quarterly, and annual financial reports.

•Manage taxation, including PPH 21, PPH 23, PPH Final, and the preparation and submission of annual and monthly tax returns (SPT).

•Ensure compliance with tax regulations and applicable accounting standards.

•Provide financial analysis and recommendations to support management decision-making.

•Oversee accounting processes and ensure the accuracy of financial data.

•Manage budgeting and financial forecasting.

II. Essential Professional Experience:

•Minimum of 1 years of experience in finance or accounting.

•Experience in tax management and financial reporting.

•Familiarity with accounting software and ERP systems.

•Experience in preparing reports for internal and external audits.

III. Skill:

•Capable working with computer (ex. MS Word, Excel, Outlook, and Power Point)

•Strong analytical skills.

•Have strong presentation skill

•Have strong comunication skill is a must

•Fluent in English in both verbal and writing is a must

IV. Qualification:

•Maximum Age 30 Years Old

•Bachelor’s degree in Accounting, Finance, or a related field.

•Possession of Brevet A and B certificates.

•In-depth knowledge of Indonesian taxation, particularly PPH 21, PPH 23, and PPH Final.

•Strong understanding of financial accounting standards and financial reporting.

Package Description: Shift Details: 07:00 AM - 06:00 PM At Avery Healthcare, we believe in caring for those who care for our residents.We recognise and celebrate our hard-working colleagues,support your career development witha variety of apprenticeships, and provide you with access to a range of leisure and retail discounts. We are now seeking acompassionate,enthusiastic, and dedicatedindividualto join our friendly, award-winning team as a Housekeeping Assistant. ABOUT THE ROLE Your focus as Housekeeping Assistant will be to work as part of a team, ensuring that all standards of cleanliness and laundry are maintained in the home.You will operate according to our standard operating procedures for housekeeping and laundry, ensuring that hotel service standards are maintained. Other responsibilitieswillinclude: Carrying out all cleaning dutiesin accordance withworksheetinstructions. Understanding the cleaning requirements of different surfaces and coverings and the properties of cleaning materials, ensuring that all areas are well presented and maintained in good condition. Ensuring that all residents are treated with dignity and respect and that their personal space and belongings are always respected. . ABOUT YOU To succeed in your application, you will live our values of caring,supportive,honest,respectful and accountable in all you do. Our ideal candidatemusthave: Knowledge of Health and Safety, particularly Moving and Handling techniques, Fire Safety and COSHH assessments. Experience of cleaning laundry in a public setting. Demonstrate compassion and commitment to the delivery of high-quality housekeeping/laundry service to residents. The ability to be adaptive and flexible to cover a range of responsibilities at short notice. ABOUT AVERY As one of the largestproviders of luxury elderly care homes in the UK, we believe that the later years of our residents' lives should be as enriching as any other. Our vision of creating meaningful livestogether is achieved by the exceptional care and experience we proudly offer throughout our growing portfolio of over 100 care homes while establishing ourselves as the preferred choice forresidents and employees. Please note this role will require: ADBS Disclosure check, the cost of which will be met by Avery Healthcare. Proof of eligibility to work in the UK.This advert may be withdrawn prior to the advertised deadline dependant on volume of applications received and business needs.

Package Description: Shift Details: Bank role At Avery Healthcare we believe in caring for those who care for our residents; We recognise and celebrate our hard-working colleagues, support your career development with a variety of apprenticeships, and provide you with access to a range of leisure and retail discounts. We are now seeking a compassionate, enthusiastic, and dedicated individual to join our friendly, award-winning team as Care Assistant. ABOUT THE ROLE Your focus as Care Assistant will be to deliver high standards of personal care, contributing fully to the care team to ensure continuity of services to residents. Other responsibilities will include: Assisting residents in all their personal hygiene care ensuring optimum independence, dignity and respect of individuals at all times. Recognising and understanding clinical risk areas in residents such as weight loss, pressure sores, risk of falls, sign of infections and escalate any identified risks in a timely manner. Acting courteously towards residents and their visitors, respecting the dignity and individuality of each resident. Practicing safe systems of work across the range of task. ABOUT YOU To be successful in your application, you will live our values of caring, supportive, honest, respectful, and accountable in all that you do.Experience is not required as we are proud to offer a thorough induction and training programme to ensure confidence within your role. Our ideal candidate must: Have the ability to communicate effectively both verbally and in writing. Demonstrate initiative and be respectful towards the residents and other people in the home. Be an efficient worker who can carry reasonable instructions from other team members. Be able to be adaptive and flexible to cover a range of responsibilities at short notice. ABOUT AVERY As one of the largest providers of luxury elderly care homes in the UK, we believe that the later years of our residents' lives should be as enriching as any other.Our vision of creating meaningful lives together is reached by the exceptional care and experience we proudly offer throughout our growing portfolio of over 100 care homes whilst establishing ourselves as the preferred choice for residents and employees. Please note this role will require: A DBS Disclosure check, the cost of which will be met by Avery Healthcare. Proof of eligibility to work in the UK. This advert may be withdrawn prior to the advertised deadline depending on the volume of applications received and business needs

Package Description: Shift Details: Bank At Avery Healthcare we believe in caring for those who care for our residents; we recognise and celebrate our hard-working colleagues, support your career development with a variety of apprenticeships, and provide you with access to a range of leisure and retail discounts. We are now seeking a compassionate, enthusiastic, and dedicated individual to join our friendly, award-winning team as Care Assistant. ABOUT THE ROLE Your focus as Care Assistant will be to deliver high standards of personal care, contributing fully to the care team to ensure continuity of services to residents. Other responsibilities will include: Assisting residents in all their personal hygiene care ensuring optimum independence, dignity and respect of individuals at all times. Recognising and understanding clinical risk areas in residents such as weight loss, pressure sores, risk of falls, sign of infections and escalate any identified risks in a timely manner. Acting courteously towards residents and their visitors, respecting the dignity and individuality of each resident. Practicing safe systems of work across the range of task. ABOUT YOU To be successful in your application, you will live our values of caring, supportive,honest, respectful, and accountable in all that you do.Experience is not required as we are proud to offer a thorough induction and training programme to ensure confidence within your role. Our ideal candidate must: Have the ability to communicate effectively both verbally and in writing. Demonstrate initiative and be respectful towards the residents and other people in the home. Be an efficient worker who can carry reasonable instructions from other team members. Be able to be adaptive and flexible to cover a range of responsibilities at short notice. ABOUT AVERY As one of the largest providers of luxury elderly care homes in the UK, we believe that the later years of our residents' lives should be as enriching as any other.Our vision of creating meaningful lives together is reached by the exceptional care and experience we proudly offer throughout our growing portfolio of over 100 care homes whilst establishing ourselves as the preferred choice for residents and employees. Please note this role will require: A DBS Disclosure check, the cost of which will be met by Avery Healthcare. Proof of eligibility to work in the UK. This advert may be withdrawn prior to the advertised deadline depending on the volume of applications received and business needs

Package Description: Shift details:bank role At Avery Healthcare, we believe in caring for those who care for our residents.We recognise and celebrate our hard-working colleagues,supportyour career development witha variety of apprenticeships, and provide you with access to a range of leisure and retail discounts. Weare nowseekingacompassionate,enthusiastic,and dedicatedindividualto join ourfriendly, award-winning team asaWellbeing and Activities Assistant ABOUT THE ROLE As Wellbeing and Activities Assistant, your focus will betosupportthe WellbeingCoordinator in providing a wide range of activities to engage and stimulate the resident's physical, cognitive, and social well-being. Other responsibilitieswillinclude: Maintaininga safe living and working environment,contributing to the positive and professional image of thehome. Reportingany changes in residents physical or emotional condition to the Wellbeing and Activity Coordinator, Home Manager, and the care staff. Supporting with ordering and preparing supplies for upcoming activities as directed. Supporting establishing links with the local community (e.g., schools, spiritual groups, museums/libraries) to encourage access to the wider community and promote intergenerational activity. ABOUT YOU Tosucceed in your application, you will live our values of caring,supportive,honest, respectful, and accountable in everythingyou do. Our ideal candidatemust: Have effective communication skills, verbal andwritten. Demonstrate understanding of the role interaction plays in the generalwell-beingofpeople. Have apositive attitude toward older people and a commitment to providing stimulating, quality activities and social events. Have previously worked with older people in a residential nursing Dementia setting. ABOUT AVERY As one of the largestproviders of luxury elderly care homes in the UK, we believe that the later years of ourresidents' lives should be as enriching as any other. Our vision of creating meaningful livestogether is achieved by the exceptional care and experience we proudly offer throughout our growing portfolio of over 100 care homes whileestablishing ourselves as the preferred choice forresidents and employees. Please note this role will require: ADBS Disclosure check, the cost of which will be met by Avery Healthcare. Proof of eligibility to work in the UK. This advert may be withdrawn prior to the advertised deadline depending on the volume of applications received and business needs

Applications are invited for Resident Neonatal Consultant post based at the Level 3 Neonatal Intensive Care Unit at Lancashire Women and Newborn Centre, Burnley, which is part of the Lancashire and South Cumbria Neonatal Network.

The post holders will join a team of 7.5 WTE non resident Consultant Neonatologists. The resident component is limited to 7 resident night shifts covering middle grade rota in an 18 week cycle. The rest of the time the post holder will work in a Consultant capacity.

The state of the art Neonatal Unit at Burnley is purpose built to BAPM specification. The unit has 14 ITU/HDU cots and 20 Special care cots.


1. The post holder will be expected to provide a patient centred service, respecting the privacy, dignity and choice of individual patients. They will be responsible with Consultant Neonatal colleagues for the provision of inpatient neonatal services within the East Lancashire Hospital Trust.
2. The post holder will aim to deliver high quality neonatal care with the help of the existing Neonatal Team.
3. The post holder will assist consultant colleagues in the continued development of a consultant led approach to Neonatal paediatrics.
4. The post holder will share in administrative duties allocated by mutual agreement within the team.
5. The post holder will be the hot week Consultant 1 in 9 including 1 in 9 weekends
6. The post holder will run Consultant clinics at both Blackburn and Burnley sites

East Lancashire Hospitals NHS Trust provides a caring service to a population of 550,000 in the Pennine Lancashire area. Services are provided from our two main sites, the Royal Blackburn Teaching Hospital and Burnley General Teaching Hospital and from our community rehabilitation wards at Pendle Community Hospital, Accrington Victoria Hospital and Clitheroe Community Hospital

Burnley General Teaching Hospital is the site for the East Lancashire Women’s and Newborn Centre and is the largest in-patient consultant led obstetric unit in the North West. There is also a midwife-led birthing unit off the Hospital site in Blackburn.

The ELHT neonatal unit is a purpose built, state of the art build, designed to the highest specifications as per BAPM standards.

The Neonatal Unit has 6 intensive care cots, 8 high dependency cots and 20 special care cots with a total cot capacity of 34 cots. In addition there are 2 isolation cots.

The unit caters for a birth rate of ~6000 deliveries per year. The NICU at LWNC offers Level 3 care for babies needing ongoing medical intensive care at all gestations, including those born at borderline threshold of viability. The unit provides a full range of specialist neonatal services including all modes of invasive and non-invasive ventilation (volume guarantee, pressure support and HFOV), therapeutic cooling and inhaled nitric oxide. The unit has onsite facilities for Cranial Ultrasound and Neonatal Echocardiography.

Please see Job Description for detailed summary of the post.

The post holder will be expected to provide a patient centred service, respecting the privacy, dignity and choice of individual patients. They will be responsible with Consultant Neonatal colleagues for the provision of inpatient neonatal services within the East Lancashire Hospital Trust

The post holder will jointly provide some weekday night and weekend night cover (7 nights in 18 week cycle per resident consultant) jointly with another resident consultant to cover 1 slot on the middle tier rota. They will each have a hot week, special care week, High dependency and postnatal ward weeks on the Consultant rota.

The post holder will participate in the consultant ward week system of care on the neonatal unit. During the Intensive care week, all fixed commitments are cancelled. As the hot week/special care consultant, they will undertake a daily ward round and will supervise the work of junior medical staff throughout the unit.

The post holder will be the hot week Consultant 1 in 9 including 1 in 9 weekends and will run Consultant clinics at Burnley site as per the job plan


This advert closes on Monday 7 Oct 2024

We have an exciting opportunity to recruit a full time Clinical Support Worker to join our Integrated Therapy Service. You will be working within the inpatient therapy team working in a combined role which will include both clinical and administrative tasks to support the multi-disciplinary team. As part of the team, you will be required to assist in the preparation & delivery of therapy treatment sessions, groups therapy sessions, cleaning and maintenance of equipment, along with supporting a variety of administration tasks which support the clinical day to day running of the therapy team.

We are seeking to appoint a highly motivated and enthusiastic candidate, preferably who has previously worked within the healthcare setting who may wish to develop their clinical skills working with patients with a wide range of clinical conditions.

As part of the therapy team, you may be required to work flexibly across the peads, speech and acute pathway on site at BGH

You will be required to support the weekend/bank holiday rota.

To work as a member of the team providing clinical and administrative support for clinicians and assistant staff.

To primarily assist with the smooth running of clinical services. This will include stock management, servicing of equipment and practical skills, setting up clinics/patient groups, infection control, storeroom management, daily management of patient information, ordering, data inputting and retrieving patient information on relevant electronic patient systems (including patient blood results where appropriate).

Administrative tasks will include photocopying, filing, processing correspondence, dealing with staff and patient enquires etc.

Supporting with deliveries of equipment into department and reporting any faults within the departments, for example completing work requisitions.

Responsible for the day-to-day cleanliness/tidiness of the service areas. The clinical support worker will only work under the guidance and direction of registered clinicians and/or assistant staff.

Supporting with the setting up and smooth running of therapy sessions which include both 1-1 and group treatment sessions.

Assisting in the delivery of therapy treatment sessions with direct oversight from the clinical therapists and assistant practitioners.

Our vision is to be widely recognised for providing safe, personal and effective care. We currently provide high quality services and treat over 700,000 patients a year from the most serious of emergencies to planned operations and procedures. We employ over 8,000 staff, many of whom are internationally renowned and have won awards for their work and achievements.

As part of the inpatient rehabilitation team, you will be based at Burnley General Hospital Site.

As a team we are committed to continuing professional development of our staff and therefore we have a robust clinical supervision and appraisal system with lots of in-service training opportunities.

MAIN DUTIES

Assist in collating monthly infection prevention and control audit.

Where required be responsible for administrative tasks such as monitoring stock levels including maintenance, ordering stock equipment for patients and receive and process deliveries.

Maintains treatment areas and equipment used to an appropriate standard in accordance with health and safety, infection control and other relevant guidance.

Preparing and supporting the environment in preparation for meetings and training.

Responsible for supporting clinical services for example, clinic preparation, patient groups and preparing patients for therapeutic intervention (including virtual/on-line sessions).

Inputting or collating data, as requested, for service evaluation purposes.

Undertaking of general administrative duties to support the clinical teams.

Support the registered clinician/assistant in the delivery of assessment and treatment.

Supporting (where appropriate) the delivery of a rehab programme treatment plan under their direction and supervision of a registered clinician.

Support the collection of patient experience feedback.

Arranging interpreters as required.

COMMUNICATION

Assist with visitors (staff or patients) entering the service.

Make and answer telephone calls and ensure that accurate messages are taken and followed up with relevant staff.

Liaise effectively with other departments / services / agencies including information relating to patient interventions and service delivery.

The management of emails and associated actions.

Supporting clinical staff gathering information from patients, relatives and other services (from a variety of sources including electronic patient records).

Attend and participate in team meetings.

Use of a range of techniques to overcome barriers to communication.

TRAINING AND DEVELOPMENT

Take part in regular supervision in line with supervision policy.

Share knowledge and experience with other members of staff and students.

ORGANISATIONAL RESPONSIBILITIES

Participate in team and service improvement and governance activity as required.

Assist with the induction of staff support the delivery of service and organisational objectives.

Able to deal sensitively with complaints, following procedures and directing them to an appropriate person within the team.

Be responsible for maintaining written or electronic clinical documentation in line with relevant policies, legislation, and guidance.


This advert closes on Monday 12 Aug 2024

This post is an essential development for the delivery of a fully integrated discharge service. The ‘Integrated Discharge Patient Care Co-ordinator’undertakes highly skilled and specialised support work to support qualified therapists in assessing and treating patients, to facilitate complex discharges and improve clinical flow throughout the trust to improve access to acute services.



The ‘Integrated Discharge Patient Care Co-ordinator’will carry out therapeutic interventions as requested by Therapists and will have access to a qualified Therapist for advice and direction. This may include gathering information for assessments, implementing therapeutic assessment and treatment plans as requested, making recommendations and ordering of equipment and minor adaptations.



The work will take place in a variety of settings including hospital sites, care homes and patient homes. This will include working in the community as a lone worker, in line with the organisational lone working policy.



The post holder will need to be flexible and work across all sites of the trust, including the whole geographical area that East Lancashire Hospitals Trust serves within community. The post holder may be required to work a pattern in line with extended service operating hours, over seven days a weekto deliver the ‘Discharge to Assess’ model of care.



1. Organise and deliver a complete episode of therapeutic intervention as screened and delegated by a qualified therapist.



2. Contribute to the setting of appropriate treatment goals in liaison with the therapist and patient, for when referring onto other services.



3. Undertake assessment tasks that have been specifically delegated by Therapists.



4. Deliver part or all of an assessment / treatment plan as indicated by a qualified Therapist.



5. Give both verbal and written feedback about the progress of a patient’s assessment and treatment, this will include the typing of comprehensive documentation from visits and clinical input.



6. Clearly document each intervention in the patient’s case notes, and typed reports as outlined in organisational policy and procedures.

Established in 2003 East Lancashire Hospitals NHS Trust (ELHT) is a large integrated health care organisation providing high quality acute secondary healthcare for the people of East Lancashire and Blackburn with Darwen.

Our vision is to be widely recognised for providing safe, personal and effective care. We currently provide high quality services and treat over 700,000 patients a year from the most serious of emergencies to planned operations and procedures. We employ over 8,000 staff, many of whom are internationally renowned and have won awards for their work and achievements.

Organise and deliver a complete episode of therapeutic intervention as screened and delegated by a qualified therapist.Contribute to the setting of appropriate treatment goals in liaison with the therapist and patient, for when referring onto other services.Undertake assessment tasks that have been specifically delegated by Therapists.Deliver part or all of an assessment / treatment plan as indicated by a qualified Therapist.Give both verbal and written feedback about the progress of a patient’s assessment and treatment, this will include the typing of comprehensive documentation from visits and clinical input.Clearly document each intervention in the patient’s case notes, and typed reports as outlined in organisational policy and procedures.Use technical and therapeutic skills to promote independence, and provide advice, support and educate patients, carers and other heath professionals.General Administration duties e.g. collating information, production of clinical reports, ordering of equipment, updating databases etc. Carry out appropriate assessment of patients’ needs in collaboration with carers and other professionals. Prescribe equipment / assistive technology and adaptations to facilitate independence within agreed guidelines. Advise, instruct, and educate patients, carers and other health professionals in the use of standard and specialist assistive technology, and environmental adaptation where appropriate.Undertake risk assessment, manage and document risk in order to provide appropriate recommendations.Work across agencies and have a working knowledge and understanding of the pathways and systems across health and social care, in order to facilitate the recommendation of appropriate discharge pathway, and access to correct equipment and services. Undertake delegated tasks to contribute to safe and smooth running of the Integrated Discharge Service Therapy Team. Assist with the day to day running of the service.Record patient referrals and contact statistics on the correct systems in a timely manner.Maintain and check equipment prescribed and used to ensure appropriate standard in accordance with health and safety, infection control and other relevant guidance.Gain valid informed consent from the patients for any individual intervention that is carried out.


This advert closes on Wednesday 24 Jul 2024

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

467 NORWICH AVENUE

Employment Type

Regular

Weekly Hours

37.5

Skills

Establishing and Maintaining Interpersonal Relationships (Inactive), Face to Face Customer Service, Financial Products, Influencing Others, Investments, Mortgages, Relationship Building, Resolving Conflicts and Negotiating with Others (Inactive)

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Kelowna-328 Bernard Avenue

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Client Relations

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Morstan General Agency seeks an Entry Level Insurance Assistant to join our team in New Hyde Park, NY. 

This position assists the processing group and the front desk by reviewing insurance applications, data entry, inspections, and other pertinent information to evaluate, classify, and rate submissions for insurance by performing the following duties.

WHAT YOU’LL DO:

• Provide full assistance and support for the sales and production process as needed.

• Work with Underwriter when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.

• Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses to management.

• Order and review inspections. This duty requires the ability to identify the different exposures of risks, verify information obtained on inspection with the information on policy for accuracy and verification of underwriting guidelines.

• Issuance of Certificates of Insurance.

• Greet clients and visitors when needed.

• Operate agency telephone switchboard, route incoming calls to appropriate teammate, and take adequate and legible messages or transfer to the appropriate voice-mail box.

WHAT YOU’LL NEED:

• High School Diploma or equivalent

• Exceptional telephone demeanor

• Ability to maintain a high level of confidentiality.

• One (1) to two (2) years related experience.

WHAT WE OFFER:

• Excellent growth and advancement opportunities

• Competitive pay based on experience • Paid Time Off (PTO)

• Generous benefits package: health, dental, vision, 401(k), etc.

• Employee Stock Purchase Plan

WHO WE ARE:

Morstan General Agency, one of the largest members of Bridge Specialty Group, provides customized solutions for all our customers’ insurance needs.

Experience and relationships matter. Our highly trained professionals have built the reputation within the insurance marketplace as being able to find comprehensive coverage at competitive rates.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree or work experience providing transferrable skills, or, combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

WORKING CONDITIONS:

• Normal office environment.
• Extending viewing of computer screens.
• This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
• Travel outside of the affiliate will be required for various classroom training sessions.

Float Personal Banker I- Northwest Chicago Region - Full Time

LOCATION -- Mount Prospect, Illinois 60056

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

04/29/2024

Address:

W62 N209 Washington Avenue

Job Family Group:

Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
• Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Compensation and Benefits:

$41,715.00 - $63,700.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time

How you'll succeed

• Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Toronto-2973 Islington Avenue

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented